Michael Joseph Mcadam

Employer firm

Mcadam LLC CRD 170914

$2.68B regulatory AUM 271 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Mc Adam Institutional Brokerage
  Philadelphia, PA
• 10/2014 → 02/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2014 → Present
  Mcadam Llc
  Philadelphia, PA
• 03/2025 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2008-02-12 → 2014-10-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA
  Braintree, MA
• 2002-10-11 → 2008-02-13
  Ameriprise Financial Services, Llc
  Winston Salem, NC
  Conshohocken, PA

Other Businesses

1. Name: McAdam LLC. Investment Related: Yes; Address: 150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 10/2014; 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 9/2023; Hours Per Week: As Needed

Exams

• S66 Uniform Combined State Law Examination
  2001-10-11

Other Names

• Mike J Mcadam
• Michael Joseph Mcadam
• Michael Joseph Mc Adam